Quotes & Proposals

Quotes turn the products and services in your Product Catalog into a priced proposal you can send to a customer, collect a deposit on, and – once accepted – convert into an invoice and recurring contract without re-keying anything. Open Quotes from the sidebar to get started.

Quotes are partner-scoped: you can quote any of your customer organizations from one place.

The Quote Editor

The editor is where you assemble and price a quote. Add lines from the shared catalog picker – start typing to search your catalog by name or SKU – or add a manual line for anything not in the catalog. The running subtotal, tax, and total update live as you edit.

Quote Title

Give a quote a title (for example, “Server refresh – Q1” or “New-hire onboarding bundle”). The title appears at the top of the quote and on the PDF the customer sees, so a proposal reads as a named piece of work rather than just a number.

Line Titles and Descriptions

Each line has a short title and an optional longer description shown beneath it. When you add a catalog item, both are prefilled from the catalog entry; edit either to tailor the wording for this customer.

Two-Way Markup

Every line shows cost, markup %, and price together, and the three stay in sync whichever way you work:

Enter your cost and a markup %, and Breeze sets the sell price.
Enter your cost and a price, and Breeze shows you the resulting markup %.

This means you can price to a target margin or to a target price interchangeably, and always see the margin you’re giving on each line.

Auto-fill from Web

Don’t have an item in your catalog yet? Type a product name or SKU into a line’s Auto-fill from web field and Breeze AI drafts the line for you – name, description, unit of measure, and taxability – and prices the line: it estimates a market cost and applies your default markup (set in Settings → Billing) to fill in the sell price. The estimate is a starting point; review and adjust the cost and price before you send.

Line Images

Any line can carry an image, so a hardware quote can show the product the customer is buying. A catalog item’s product image flows onto the line automatically; you can also upload an image directly on the line, which takes precedence over the catalog picture for that quote. Images appear on the quote preview and the PDF.

One-Time and Recurring Pricing

A quote separates one-time charges (hardware, project work) from recurring charges (monthly or annual services) into distinct pricing tables, each with its own subtotal, so the customer sees “pay once” and “pay every month” as separate figures. Set a line’s cadence with its One-time / Monthly / Annual control. If you add a line to the wrong table, use the line’s Move to… action to shift it between the one-time and recurring tables without deleting and re-adding it.

Each pricing table also has a Show subtotal option you can turn on or off per table. When enabled, the table’s subtotal – split by recurrence – appears on both the in-app Preview and the PDF the customer sees, so you can choose which sections show a running figure.

Customer Bill-To (“Prepared for”)

Every quote – including a draft – renders a Prepared for block with the customer’s name, billing address, and tax id, drawn from the organization’s Billing settings. This shows on both the in-app Preview and the PDF, so a draft you’re reviewing looks the way the customer will see it. (Previously the block was blank until the quote was sent.)

The displayed name still honors a bill-to name override when one is set on the quote.

Inline Editing of Line Items

Quote line items can be edited in place directly in the editor – you don’t need to delete a line and re-add it to correct a detail. Click a field on an existing line to edit it inline:

Field	Editable inline
Description	Yes
Quantity	Yes
Unit price	Yes
Taxable	Yes
Recurrence	Yes

Changes take effect immediately on the quote and are reflected in the live totals without saving and re-opening.

Searching Distributor Products from a Quote

While editing a quote, the line-item picker includes a Search distributor tab (visible only when TD SYNNEX EC Express credentials are configured – see Distributor Integrations). Enter a TD SYNNEX SKU or manufacturer part number, see live cost, MSRP, and availability, enter your sell price, and click Import & add. The product is imported to your catalog and added to the quote as a line item in one step – without navigating away from the editor.

This is distinct from the catalog-level import workflow: that builds your standing price list, while the quote-level search pulls a product directly into an open quote.

Deposits

You can require a customer to pay a deposit when they accept a quote, with the rest invoiced afterward. Choose one of two ways to set the deposit amount:

Percentage – a percent of the quote’s total due on acceptance (for example, 30%). The percentage must be greater than 0 and less than 100.
Selected lines – flag specific one-time lines as deposit-eligible, and the deposit is the total of those lines (including their tax). Catalog hardware lines are marked deposit-eligible by default, so “deposit covers the hardware, we bill the labor on completion” is a one-click setup. At least one visible one-time line must be eligible.

When the deposit spans more than one kind of item, the quote shows a category breakdown – how much of the deposit is hardware, software, service, and other – so the customer can see what they’re paying for up front.

Deposit-First Invoicing

When a customer accepts a quote that has a deposit, Breeze issues the invoice with the deposit shown as the amount due first. The customer pays the deposit, and the remaining balance becomes due per the invoice’s terms – so a single invoice carries the whole engagement while collecting the deposit before the balance. See Invoices → Deposit invoices for how this appears on the invoice.

What Happens on Acceptance

When a customer accepts a quote, Breeze turns it into the documents that bill it:

One-time lines become an invoice (with the deposit due first, if one was set).
Recurring lines become one or more draft contracts – monthly and annual lines split into separate drafts, one billing cadence each – that you review and activate. See Recurring Contracts → From an Accepted Quote.

If the accepted quote contains Pax8-backed catalog items, acceptance also stages a Pax8 order for those items alongside the invoice and contracts. Acceptance doesn’t submit anything to Pax8; you complete the commitment and provisioning details and submit it afterward. See Distributor Integrations → Complete an order staged from a quote.

Sending and Tracking

Assemble and price the quote in the editor, set a title, and configure a deposit if you want one.
Review the one-time and recurring totals and the deposit summary.
Send the quote to the customer for review and acceptance.

The Send dialog accepts an optional personal message. When you add one, it renders in the email above the accept link, so you can add a short note to the customer without leaving the quote. Leave it blank to send the standard email.

Preview images support click-to-zoom: click an image on the quote preview to open it enlarged, and press Escape or click the backdrop to close it. The lightbox is keyboard-reachable.

You can send or delete quotes in bulk from the quote list – select quotes with the checkboxes to reveal the bulk action bar. Actions run per-item in isolation, so partial success is possible and the bar reports what succeeded and what failed.

Cloning a Quote

Reuse the structure and line items of an existing proposal instead of rebuilding it. From a quote’s actions, choose Clone quote to open a dialog where you pick:

Company – defaults to the source quote’s company. Choose a different one to retarget the clone.
Title – prefilled with Clone of the source quote’s title (or its number). You can edit it or leave it blank for an untitled clone.

The clone is a fresh, editable draft with its own new quote number, in the same partner. It does not carry over the source quote’s acceptance or conversion state – you get a clean proposal to adjust and send.

If you retarget the clone to a different company, Breeze applies that company’s billing details and tax rate and clears the site and bill-to override, so the new draft reflects the new customer rather than the original one.

Cloning requires quote write permission.

Changing the Customer on a Draft

While a quote is still a draft, you can move it to a different customer without cloning. The editor has a Customer selector next to the title; switching it re-resolves the tax rate and clears the site and bill-to override – unless the same edit supplies new values for them.

Issued quotes – ones you’ve already sent or that have been accepted – are immutable, including their customer. To point an issued quote at a different customer, use Clone quote and retarget the clone.

Permissions

Quote access is governed by role permissions: viewing requires quote read access, creating and editing drafts requires quote write access, and sending requires quote send access. Financially binding actions are gated accordingly. Assign these through Settings → Users & Roles.

Product Catalog – the price list quotes pull from
Invoices – where an accepted quote’s one-time charges land, deposit first
Recurring Contracts – where an accepted quote’s recurring lines become agreements
Online Payments – let customers pay the deposit and balance by card